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Trust and Custody Core Services

Custody services

We offer real-time processing for both domestic and global investment portfolio activity.

Trustee and fiduciary support

We can act as your trustee for VEBAs, 401(k) plans, profit sharing plans, money purchase pension plans, ESOPs, and deferred compensation plans. We help safeguard your investments and provide fiduciary support and information to assist you with meeting your responsibilities.

Financial statements

We provide accurate and timely monthly, quarterly, and annual statements.

Wells Fargo banking services

We give you access to the full suite of Wells Fargo financial services including treasury management, a full-spectrum of financing alternatives, international and trade services, investment banking, and capital markets.

This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. and its affiliates is intended to constitute investment education under U.S. Department of Labor guidance and does not constitute “investment advice” under the Employee Retirement Income Security Act of 1974. Neither Wells Fargo nor any of its affiliates, including employees, and representatives, may provide “investment advice” to any participant or beneficiary regarding the investment of assets in your employer-sponsored retirement plan. Please contact an investment, financial, tax, or legal advisor regarding your specific situation. The information shown is not intended to provide any suggestion that you engage in or refrain from taking a particular course of action.

Investments in Retirement Plans:

NOT FDIC-Insured

NO Bank Guarantee

MAY Lose Value

Contact us

Learn more about how Wells Fargo Institutional Retirement and Trust can help your business. Call toll free 1-800-690-9721.